HVAC Account Executive - Client Growth & Projects

KENYON & PARTNERS, LLC.; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive Weekly Pay

Comprehensive Healthcare Coverage

401(k) with 5% match

Life Insurance

Short & Long-Term Disability

Up to 4 weeks PTO + 9 holidays

FirstCall Academy & LEAP programs

Referral bonus $2,500 per referral

Company vehicle or allowance

Phone allowance

Uniforms & work boot allowances

Job summary

FirstCall Mechanical is seeking an organized Account Executive to serve as the primary contact for a major commercial client. You will manage HVAC projects, coordinate with operations and engineering teams, and ensure timely, high-quality delivery that meets the customer’s expectations.

The ideal candidate brings 3+ years in account or project management, strong communication skills, and a proven ability to handle multiple projects simultaneously.

Qualifications

• 3+ years of experience in account management, project management, customer success, or B2B sales.
• Experience in HVAC, mechanical contracting, construction, facilities management, or a related industry is highly preferred
• Strong customer relationship management and communication skills
• Proven ability to manage multiple projects, priorities, and deadlines simultaneously
• Ability to understand technical concepts, project scopes, and client requirements
• Strong problem-solving, organizational, and follow-through skills
• Ability to communicate effectively with customers, field personnel, project managers, and leadership
• Proficiency with CRM software, Microsoft Office, and project management tools
• Self-starter who can work independently while effectively coordinating with cross-functional teams
• Valid driver's license and willingness to travel locally for client meetings and project/site visits

Responsibilities

• Serve as the primary point of contact and dedicated resource for the assigned commercial client
• Build and maintain a strong, long-term relationship with the client and proactively identify their needs
• Manage the client’s portfolio of HVAC/mechanical projects, service needs, and ongoing work
• Coordinate projects from initial scope through completion, ensuring timelines, budgets, quality, and customer expectations are met
• Conduct regular client meetings and site visits to understand needs, review project progress, and address concerns
• Coordinate with operations, service, engineering, project management, and field teams to ensure successful project execution
• Develop project schedules, track milestones, and communicate updates, changes, and potential delays to the client
• Review project scope, estimates, proposals, change orders, and other client documentation for accuracy
• Proactively identify and resolve issues, serving as the liaison between the client and internal teams
• Ensure timely follow-up, communication, and after-sales support throughout the client relationship
• Monitor project and account performance, maintain accurate records, and provide regular updates to leadership
• Identify opportunities to expand services within the client relationship and support additional business needs
• Maintain accurate client and project information within CRM and other company systems

Skills

Account management

Project management

Customer success

B2B sales

HVAC knowledge

CRM software

Communication skills

Travel locally

Tools

CRM software

Microsoft Office

Project management tools

Job description

FirstCall Mechanical is seeking an organized Account Executive to serve as the primary contact for a major commercial client. You will manage HVAC projects, coordinate with operations and engineering teams, and ensure timely, high-quality delivery that meets the customer’s expectations.

The ideal candidate brings 3+ years in account or project management, strong communication skills, and a proven ability to handle multiple projects simultaneously.